Next Level Financial Services is a boutique full service financial advisory practice with offices in Mount Eliza and Hawthorn in Victoria. We work with people who are serious about achieving their personal and financial goals. We do this because we are passionate about helping those seeking unbiased, holistic and professional advice.
We specialise in personal superannuation, self-managed superannuation, personal insurances, investments, debt management, retirement planning, lifestyle planning, aged care advice and strategies to help you build wealth. Whether you require one-off advice or a comprehensive wealth management strategy, we can help you manage and secure a financial plan that's tailored to your goals.
As we also partner with specialists in the accounting, legal, investment research, real estate and property management fields, we can provide a comprehensive solution to all aspects of your financial plan.
All discussions with our clients commence with analysis of your personal, lifestyle and financial goals. For a no obligation discussion with one of our financial advisers please contact us on 03 9188 4254 or email [email protected] to book an appointment.
Corporate Authorised Representative (CAR) number 461059 of Integrity Financial Planners Pty Ltd Australian Financial Services Licence number 225051
We specialise in personal superannuation, self-managed superannuation, personal insurances, investments, debt management, retirement planning, lifestyle planning, aged care advice and strategies to help you build wealth. Whether you require one-off advice or a comprehensive wealth management strategy, we can help you manage and secure a financial plan that's tailored to your goals.
As we also partner with specialists in the accounting, legal, investment research, real estate and property management fields, we can provide a comprehensive solution to all aspects of your financial plan.
All discussions with our clients commence with analysis of your personal, lifestyle and financial goals. For a no obligation discussion with one of our financial advisers please contact us on 03 9188 4254 or email [email protected] to book an appointment.
Corporate Authorised Representative (CAR) number 461059 of Integrity Financial Planners Pty Ltd Australian Financial Services Licence number 225051
Current News:
Paraplanner - We are hiring
30th August 2024
Next Level Financial Services is hiring and our growing practice is seeking to appoint a Paraplanner to provide support for our existing Advisers, with a view to becoming a Private Client Adviser. We’re seeking talented individuals who want a career as a Financial Adviser in a boutique firm offering long term career opportunities.
We are seeking recent graduates with a business or related degree and with up to 3 years post qualification experience as a Paraplanner, Financial Planning Associate or in a similar role. Those with similar qualifications and experience in another professional services firm – eg: accountant – are also encouraged to apply.
Support and training will be provided to enable successful candidates to obtain their Professional Year qualifications with the view to working in the firm as Financial Advisers in the longer term.
Applications are now open via SEEK www.seek.com.au/job/78487406
Please outline in your cover letter what sets you apart from other candidates and confirming you are available to work in the Mount Eliza office.
Next Level Financial Services is hiring and our growing practice is seeking to appoint a Paraplanner to provide support for our existing Advisers, with a view to becoming a Private Client Adviser. We’re seeking talented individuals who want a career as a Financial Adviser in a boutique firm offering long term career opportunities.
We are seeking recent graduates with a business or related degree and with up to 3 years post qualification experience as a Paraplanner, Financial Planning Associate or in a similar role. Those with similar qualifications and experience in another professional services firm – eg: accountant – are also encouraged to apply.
Support and training will be provided to enable successful candidates to obtain their Professional Year qualifications with the view to working in the firm as Financial Advisers in the longer term.
Applications are now open via SEEK www.seek.com.au/job/78487406
Please outline in your cover letter what sets you apart from other candidates and confirming you are available to work in the Mount Eliza office.
Helpful advice on email & phone scams
In an ideal world this message would be unnecessary but sadly we’re seeing and hearing of an increasing number of email and phone scams.
Emails from Nigerian princes promising untold riches are still around, but scammers have become increasingly sophisticated to the point where it can be very hard to detect what’s genuine and what’s not.
Emails from Nigerian princes promising untold riches are still around, but scammers have become increasingly sophisticated to the point where it can be very hard to detect what’s genuine and what’s not.